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Simon Rose

The Financial Outlook for Personal Investors: Market reaction to decisions by Fed, BoE and ECB

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Market reaction to decisions by Fed, BoE and ECB
Victoria Scholar of Interactive Investor, despite being in a broken-down car in freezing weather, talked to Simon Rose about the latest interest-rate decisions from the Fed, the Bank of England and the ECB. With growth weakening, all three tilted away from a more hawkish position. In the UK, the pound and banks were lower ahead of the MPC's announcement while housebuilders were stronger because interest rate rises might not be as great as they might have been.
Guest:

Victoria Scholar


Published:
Simon Rose

The Financial Outlook for Personal Investors: The economics of football clubs

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The economics of football clubs
With the World Cup in full flow and Manchester United up for sale, Russ Mould of A J Bell looks at the economics of football clubs. Although Man United was worth $78m when it floated in 1991 and is, in theory, set to sell for upwards of $4bn, for investors of late it, and every other club, has proved a poor investment. Russ explains how modern football financing works, pointing out that, in good times, all the money seems to go to the talent.
Guest:

Russ Mould


Published:
Simon Rose

The Financial Outlook for Personal Investors: What's behind perkier markets? Has Santa come early?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: What's behind perkier markets? Has Santa come early?
Victoria Scholar of Interactive Investor talks to Simon Rose about the reasons behind the recent better performance for markets around the world and the recent losses for the dollar. Although the outlook for the UK economy looks fairly bleak at present, it feels – as far as markets are concerned – as if the Santa rally has come early this year.
Guest:

Victoria Scholar


Published:
Simon Rose

The Financial Outlook For Personal Investors: Has Real Estate bottomed?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook For Personal Investors: Has Real Estate bottomed?
Russ Mould of A J Bell explains why interest rates are so important for property and why shares such as Real Estate Investment Trusts fall as the 10-year "risk free" gilt yield goes up. But many are on big discounts to net asset value (which may yet fall of course). Central banks are more worried about deflation than inflation, reckons Russ, and if interest rates are peaking, it may be worth keeping an eye on the sector, bearing in mind that there are many different types of REITS and lots carry a good deal of debt.
Guest:

Russ Mould


Published:
Simon Rose

The Financial Outlook: The Autumn Statement in full

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook: The Autumn Statement in full
If you missed the Chancellor of the Exchequer's Autumn Statement on Thursday 17 November 2022, here's the opportunity to listen to it in full: unabridged and with no interruptions.
Guest:

Jeremy Hunt


Published:
Simon Rose

The Financial Outlook for Personal Investors: Markets and the Autumn Statement

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Markets and the Autumn Statement
Victoria Scholar of Interactive Investor takes Simon Rose through the main points of the Chancellor's Autumn Statement. Investors will want to take note of the changes to dividends and Capital Gains Tax. She points out that market reaction was fairly muted although the electricity companies' shares were incredibly volatile. As so often, these days, of course, much of what Jeremy Hunt had to say had already been well signposted in advance.
Guest:

Victoria Scholar


Published:
Simon Rose

The Financial Outlook For Personal Investors: Dividend traps and the investing Holy Grail

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook For Personal Investors: Dividend traps and the investing Holy Grail
Russ Mould of A J Bell looks at the housebuilders, hit by inflation, mortgage problems and dwindling demand with some cutting dividends. Pointing out the dangers of double-digit yielding shares, he wonders if the sector might be worth looking at soon. Although investors often go for growth or income, the Holy Grail, he says is a company that grows its dividend consistently, which will then produce both outcomes. How to find them? Do your homework with proper research.
Guest:

Russ Mould


Published:
Simon Rose

The Financial Outlook for Personal Investors: US & UK interest rate rises & the latest from Sainsbury's

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: US & UK interest rate rises & the latest from Sainsbury's
Richard Hunter, head of markets at Interactive Investor, updates Simon Rose on the latest 0.75% interest rate rises from the US Fed and the Bank of England's Monetary Policy Committee. As he explains, markets have reacted badly, more in response to the statements about the future, than to the rises themselves. He assesses Sainsbury's half-year numbers which show just how difficult times are for the supermarkets, with the discounters becoming ever more of a problem. Although the shares reacted positively, it is after a decline of around 30% over the last year.
Guest:

Richard Hunter


Published:
Simon Rose

The Financial Outlook for Personal Investors: Has normality returned to markets & are bonds worthwhile again?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Has normality returned to markets & are bonds worthwhile again?
Laith Khalaf of A J Bell tells Simon Rose that, to a large extent, normality has been restored to financial markets since Rishi Sunak becamse Prime Minister. Although the Autumn Statement has been delayed to November 17, the markets appear not be too concerned. Laith explains what the markets are expecting when the MPC meets next week and advises investors to keep an eye on bonds, which – although not beating inflation – are considerably more interesting than a year ago.
Guest:

Laith Khalaf


Published:
Simon Rose

The Financial Outlook for Personal Investors: The new Chancellor and the markets & the prospect of a recession

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The new Chancellor and the markets & the prospect of a recession
Victoria Scholar of Interactive Investor tells Simon Rose how the markets have reacted to the new Chancellor and his fiscal strategy. She discusses the resilience of the bond markets now the Bank of England's emergency intervention has ended – for the time being at least. And she explains how she feels that a recession for the UK is now an inevitability.
Guest:

Victoria Scholar


Published: